What is a List View?
A List View in Pipeline CRM is a customizable table that lets you organize, filter, and display your dataāsuch as Companies, Deals, or Peopleāin a way that suits your workflow. You can choose which columns to show, sort and filter information, and save your favorite layouts for quick access.
Customizing Your List View
Select Columns to View
- Click the Columns icon.
- Check the boxes for fields you want to display, or uncheck to hide them.
Click on the six-dot icon to drag and drop a column to a different place.
- Click the column header to sort by ascending or descending order.
- An arrow icon will appear to show the sort direction.
Filter Data
- Click the Filter icon in a column header.
- For text fields, enter a term (e.g., āCorpā) to find values starting with that text.
- To search anywhere in the field, add a % before your term (e.g., ā%Corpā finds āStarbucks Corporationā and āCorporate Holdings, Inc.ā).
- For dropdown or multi-selection fields, select options to filter records that contain those values.
Color Code Columns
- Click the color palette icon in the column header.
- Choose a color or enter a HEX code to highlight the column.
Freeze Columns
Click the Lock icon to freeze a column, keeping it visible while scrolling.
Resize Rows and Columns
Hover over the line between rows or columns and drag to resize them.
Managing List Views
Create a New List
- Go to the All Companies, People, or Deals lists.
- This is a system list that cannot be customized.
- Choose columns and apply filters.
- Click Save as a new list, name it, and save.
Save Changes to a List
- After applying edits to a list, click Save List.
- Choose Save changes to update the current list.
- Alternatively, select 'Save as new list' to create a separate view.
Click the three dots located in the upper right corner of the list to review options such as:
- Export as CSV or PDF.
- Import and Manage Imports.
- Add to dashboard - This allows you to add your saved view to the dashboard for quick access.
Click here for more information on customizing dashboards. - View on Map - Allows you to view records on a map based on their location, as indicated by their address.
Click here for more information on Map Views & Route Planning. - Check for duplicates.
Click here for more information on how to remove duplicates. - Fullscreen mode.
- Expand rows - Great for viewing more information in a cell.
- Create a focused list.
Click here for more information on focused list. - Row formatting.
Click here for more information on row formatting. - Rename your list.
- Duplicate your list.
- Delete your list.
Find Your Saved Lists
- Click the current list name to open the dropdown.
- My Lists: Your personal saved lists.
- Shared With Me: Lists shared by others.
- Default List: Loads automatically for each tab.
- Starred Lists: Marked with a star for quick access.
